Executive Vice President and Chief Financial Officer
TD Ameritrade Holding Corporation
Bill Gerber was Executive Vice President and Chief Financial Officer of TD Ameritrade Holding Corporation. While with TD Ameritrade, Gerber oversaw investor relations, business development, certain treasury functions and finance operations, including accounting, business planning and forecasting, external and internal reporting, tax and competitive intelligence. He also serves as a member of the Company’s senior operating committee, that shaped the strategic focus of the organization.
Gerber was with TD Ameritrade from 1999 to 2015. He served as managing director of finance, during which time he played a major role in evaluating merger and acquisition opportunities for the Company, including the National Discount Brokers (2001), Datek Online Holdings (2002), and TD Waterhouse (2005) transactions. He served in this capacity until his appointment as chief financial officer in October 2006, where he also played a role in evaluating the thinkorswim (2009) acquisition for the Company.
Prior to joining the Company, Gerber spent eight years with Coopers & Lybrand, now known as PriceWaterhouseCoopers, serving as an audit manager primarily focused on public company clients. He was named a member of the CNBC CFO Council in 2013 and 2014. Gerber was also named to Institutional Investor Magazine’s “All America Executive Team” as one of the top 3 CFOs in the “Brokers, Asset Managers and Exchanges” category in 2012, 2013 and 2014. Gerber holds a bachelor’s degree in accounting from the University of Michigan.
About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how – bringing Wall Street to Main Street for more than 39 years. An official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit the TD Ameritrade’s newsroom or www.amtd.com for more information.
Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)
Dr. Powell received his undergraduate degree from the University of Kentucky and is a cum laude graduate of the UK medical school. His surgical training was performed at Vanderbilt University and he was a fellow in vascular surgery at the Ochsner Clinic in New Orleans, La.
Mr. Smith’s accomplishments are highlighted by a 16-year career with Merrill Lynch & Co., where he was a Managing Director serving in various institutional sales management roles. In addition to managing all U.S. institutional regional offices, he created a successful strategy for interfacing with the top 100 investor clients in the world.
Mr. Smith began his career in 1966 as a securities analyst at the Mercantile Bank in Dallas where he was a security analyst. After authoring the Weekly Bond Letter for Burnham & Company, he became a founding partner of Earp, Kenney and Smith, a regional brokerage company in Dallas. As Director of Research there, he was involved in chartering a small business investment corporation (SBIC) engaged in start-up venture capital investments and helped start a mutual fund. In 1971, Mr. Smith joined Dean Witter & Co., opening their first office in Texas.
After joining The Boston Company as a Portfolio Manager in 1975, Mr. Smith held the title of President and Chief Investment Officer of the company’s west coast investment management subsidiary located in Los Angeles. He also served on the Investment Policy Committee of the parent company. In 1980, Mr. Smith returned to the brokerage business as head of the equity institutional sales group for First Boston in Dallas.
Currently, Mr. Smith is a private investor in Glen Ellyn, IL. He serves as a member of the Board of Trustees of the Ivy Funds, a mutual fund family managed by Waddell & Reed, the Northwestern Mutual Series Funds, and the TDAX funds. He is currently a member of the Executive Board of the Cox Business at Southern Methodist University
Mr. Smith holds a BBA and MBA from Southern Methodist University and has achieved the Chartered Financial Analyst designation.
Dr. Massari trained in adult Allergy and Immunology, with a research focus on the cellular immunology of HIV infection, in the laboratory of Dr. Anthony S Fauci, Director of the National Institute of Allergy and Infectious Diseases. He is a graduate of Jefferson Medical College of Philadelphia and holds a B.A. in Political Science from the University of Maryland, Baltimore County.
Dr. Steed has been active in the community, participating on a number of boards of directors, including Michael Jordan Celebrity Golf Classic and The Ronald McDonald House of Eastern North Carolina, where he has twice served as board president.
Dr. Steed received his undergraduate degree from the University of Georgia and his medical degree from the Medical College of Georgia in Augusta. He underwent his pediatric training at the Arizona Health Sciences Center in Tucson Arizona, and completed his fellowship in pediatric cardiology at the Children’s Hospital of Cincinnati.